Third Avenue Management
As of Q2 2026, Third Avenue Management reported 55 long-equity positions worth $625.34M in aggregate.
Copy-investor backtest
- Latest quarter
- +10.05%
- 1-year
- +31.07%
- 3-year
- +79.93%
- 5-year
- +90.22%
- 3-year vs S&P 500
- +7.54%
- 5-year vs S&P 500
- +16.99%
- 5-year top 5
- +140.52%
Return from mechanically copying the disclosed 13F equity portfolio after each filing and rebalancing at the next. The vs S&P 500 figures subtract SPY over that manager's own rebalance dates, so both sides cover the same days; both are price return, excluding dividends. Method & limitations.
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Updated 2026-06-06 from SEC 13F data.
Live quotes available for 58 of 151 rows. Rows without a quote are marked unavailable.
| 1 | BK | Bank of NY Mellon Corp. | 4.92% | Reduce -6.8% | 8,920,851 | $250.23M | $28.05 | No quote |
| 2 | KEY | Keycorp | 4.45% | Reduce -3.3% | 20,496,750 | $226.28M | $11.04 | No quote |
| 3 | WY | Weyerhaeuser Company | 4.37% | Add +26.0% | 7,797,646 | $222.16M | $28.49 | No quote |
| 4 | DVN | Devon Energy Corp. | 3.96% | Reduce -0.2% | 3,883,863 | $201.5M | $51.88 | No quote |
| 5 | BAM | Brookfield Asset Mgmt. | 3.96% | Reduce -5.3% | 5,584,130 | $201.14M | $36.02 | No quote |
| 6 | FCEA | Forest City Enterprises Inc. | 3.70% | Reduce -25.0% | 10,515,220 | $188.33M | No quote | No quote |
| 7 | PKX | Posco | 3.46% | Reduce -2.2% | 2,706,531 | $176.14M | No quote | No quote |
| 8 | CVA | Covanta Holding Corp. | 3.10% | - | 7,884,928 | $157.86M | No quote | No quote |
| 9 | WTM | White Mtns Insurance Gp | 3.02% | Add +1.7% | 267,273 | $153.67M | $574.94 | No quote |
| 10 | LUK | Leucadia National Corp. | 2.99% | Reduce -1.9% | 5,800,507 | $152.09M | No quote | No quote |
| 11 | AMAT | Applied Materials, Inc. | 2.60% | Reduce -12.5% | 8,858,678 | $132.08M | $14.91 | No quote |
| 12 | - | Alleghany Corp.CUSIP 17175100 | 1.95% | New | 258,504 | $99.09M | No quote | No quote |
| 13 | CMA | Comerica Inc. | 1.93% | Reduce -3.3% | 2,469,056 | $98.34M | No quote | No quote |
| 14 | APA | Apache Corp | 1.80% | Add +161.8% | 1,094,112 | $91.72M | $83.83 | No quote |
| 15 | INTC | Intel Corporation | 1.65% | Reduce -4.0% | 3,462,434 | $83.86M | $24.22 | No quote |
| 16 | LOW | Lowe's Companies Inc. | 1.49% | Reduce -1.6% | 1,846,350 | $75.52M | $40.90 | No quote |
| 17 | TLAB | Tellabs, Inc. | 1.42% | Add +3.2% | 36,512,677 | $72.3M | No quote | No quote |
| 18 | TRC | Tejon Ranch Co. | 1.42% | Reduce -2.3% | 2,525,750 | $71.96M | No quote | No quote |
| 19 | FR | First Indus. Realty Trust, Inc. | 1.29% | Reduce -0.8% | 4,334,466 | $65.75M | $15.17 | No quote |
| 20 | OSK | Oshkosh Corporation | 1.19% | Add +6.1% | 1,596,217 | $60.61M | $37.97 | No quote |
| 21 | VNO | Vornado Realty Trust | 1.08% | Reduce -0.3% | 660,419 | $54.72M | $82.85 | No quote |
| 22 | ECA | Encana Corporation | 1.02% | Reduce -4.5% | 3,072,726 | $52.05M | No quote | No quote |
| 23 | HCC | HCC Insurance Holdings | 0.99% | Reduce -5.8% | 1,168,126 | $50.36M | $43.11 | No quote |
| 24 | IM | Ingram Micro Inc. | 0.99% | Reduce -16.7% | 2,649,320 | $50.31M | No quote | No quote |
| 25 | CKH | Seacor Holdings Inc. | 0.96% | Add +30.4% | 587,614 | $48.8M | No quote | No quote |
| 26 | SEMG | SemGroup Corp. | 0.96% | Reduce -10.2% | 901,971 | $48.58M | No quote | No quote |
| 27 | ENS | EnerSys | 0.95% | Add +4.3% | 981,376 | $48.13M | $49.04 | No quote |
| 28 | LMCAD | Liberty Media Corp. | 0.93% | Reduce -8.6% | 373,544 | $47.35M | No quote | No quote |
| 29 | ICFI | ICF International, Inc. | 0.90% | Reduce -10.5% | 1,457,899 | $45.94M | $31.51 | No quote |
| 30 | NVDA | NVIDIA Corp | 0.90% | Reduce -1.4% | 3,265,316 | $45.81M | $14.03 | No quote |
| 31 | KMT | Kennametal Inc. | 0.86% | Reduce -6.7% | 1,124,578 | $43.67M | $38.83 | No quote |
| 32 | EFII | Electronics for Imaging Inc. | 0.85% | Reduce -24.6% | 1,527,150 | $43.2M | No quote | No quote |
| 33 | EME | EMCOR Group, Inc. | 0.84% | Reduce -3.3% | 1,056,875 | $42.96M | $40.65 | No quote |
| 34 | SYMC | Symantec Corp | 0.83% | Reduce -2.8% | 1,872,330 | $42.07M | No quote | No quote |
| 35 | CMP | Compass Minerals Int'l | 0.82% | Reduce -24.6% | 494,000 | $41.76M | No quote | No quote |
| 36 | HAR | Harman Int'l Indus., Inc. | 0.81% | Reduce -27.2% | 759,611 | $41.17M | No quote | No quote |
| 37 | TPGI | Thomas Prop. Gp. Inc. | 0.80% | Reduce -0.2% | 7,635,079 | $40.47M | No quote | No quote |
| 38 | ACGL | Arch Capital Group Ltd. | 0.79% | Reduce -4.4% | 777,715 | $39.98M | $51.41 | No quote |
| 39 | PRGS | Progress Software Corp. | 0.78% | Reduce -2.3% | 1,719,537 | $39.57M | No quote | No quote |
| 40 | UNF | UniFirst Corporation | 0.77% | Reduce -29.3% | 428,325 | $39.09M | $91.25 | No quote |
| 41 | TFX | Telefex Inc. | 0.74% | Reduce -36.7% | 486,168 | $37.67M | $77.49 | No quote |
| 42 | MANT | Mantech International Corp. | 0.74% | Reduce -24.8% | 1,441,577 | $37.65M | No quote | No quote |
| 43 | RSTI | Rofin-Sinar Tech. Inc. | 0.70% | Reduce -5.6% | 1,423,391 | $35.5M | No quote | No quote |
| 44 | CLD | Cloud Peak Energy Inc. | 0.70% | Add +2.9% | 2,145,271 | $35.35M | No quote | No quote |
| 45 | SXT | Sensient Technologies Corp. | 0.68% | Reduce -5.1% | 859,882 | $34.8M | No quote | No quote |
| 46 | LXU | LSB Industries Inc. | 0.67% | Add +13.1% | 1,120,478 | $34.07M | $30.41 | No quote |
| 47 | MSG | Madison Sq. Garden Inc. | 0.65% | Reduce -33.2% | 560,733 | $33.22M | No quote | No quote |
| 48 | KGC | Kinross Gold Corp. | 0.62% | Add +7.7% | 6,163,954 | $31.49M | $5.11 | No quote |
| 49 | CWH | CommonWealth REIT | 0.62% | Add +1.4% | 1,359,990 | $31.44M | $23.12 | No quote |
| 50 | AXLL | Axiall Corporation | 0.57% | New | 678,772 | $28.9M | No quote | No quote |
| 51 | NEM | Newmont Mining Corp. | 0.55% | Reduce -6.5% | 934,489 | $27.99M | $29.95 | No quote |
| 52 | SUP | Superior Industries Int'l, Inc. | 0.55% | Reduce -9.1% | 1,613,154 | $27.76M | No quote | No quote |
| 53 | MTX | Minerals Technologies Inc. | 0.55% | Reduce -2.2% | 670,673 | $27.73M | No quote | No quote |
| 54 | KALU | Kaiser Aluminum Corp. | 0.53% | Reduce -2.3% | 434,302 | $26.9M | $61.94 | No quote |
| 55 | SCL | Stepan Company | 0.52% | Add +3.0% | 471,767 | $26.24M | No quote | No quote |
| 56 | CALM | Cal Maine Foods, Inc. | 0.50% | Reduce -0.0% | 549,729 | $25.57M | $46.51 | No quote |
| 57 | WIRE | Encore Wire Corp. | 0.50% | Reduce -3.9% | 746,563 | $25.46M | No quote | No quote |
| 58 | ABM | ABM Industries Inc | 0.49% | Add +8.4% | 1,026,623 | $25.16M | $24.51 | No quote |
| 59 | GLT | Glatfelter P. H. Co. | 0.49% | Reduce -4.8% | 996,495 | $25.01M | No quote | No quote |
| 60 | AVX | AVX Corporation | 0.48% | Reduce -49.5% | 2,070,892 | $24.33M | No quote | No quote |
| 61 | PDS | Precision Drilling Corp, | 0.47% | Reduce -14.8% | 2,827,428 | $23.99M | $8.48 | No quote |
| 62 | MTN | Vail Resorts Inc. | 0.46% | Reduce -15.8% | 379,074 | $23.32M | $61.52 | No quote |
| 63 | CYN | City National Corp. | 0.45% | Add +23.9% | 363,897 | $23.06M | No quote | No quote |
| 64 | CBSH | Commerce Bancshares, Inc | 0.45% | Add +64.8% | 525,491 | $22.89M | No quote | No quote |
| 65 | BR | Broadridge Fin'l Sol. Inc. | 0.43% | Reduce -53.9% | 822,683 | $21.87M | $26.58 | No quote |
| 66 | TTEK | Tetra Tech, Inc. | 0.43% | New | 927,198 | $21.8M | $23.51 | No quote |
| 67 | ALG | Alamo Group, Inc. | 0.42% | Reduce -6.7% | 525,789 | $21.46M | $40.82 | No quote |
| 68 | BRS | Bristow Group Inc. | 0.42% | Reduce -13.1% | 326,121 | $21.3M | No quote | No quote |
| 69 | ASNA | Ascena Retail Group, Inc. | 0.42% | Add +2.1% | 1,211,739 | $21.15M | No quote | No quote |
| 70 | PPS | Post Properties Inc. | 0.41% | New | 422,734 | $20.92M | No quote | No quote |
| 71 | CTO | Consolidated Tomoka Ld Co. | 0.41% | Reduce -1.0% | 543,230 | $20.73M | $38.16 | No quote |
| 72 | JJSF | J&J Snack Foods Corp. | 0.41% | Reduce -23.4% | 264,710 | $20.59M | $77.80 | No quote |
| 73 | H | Hyatt Hotels Corp. | 0.39% | Add +39.1% | 491,399 | $19.83M | $40.36 | No quote |
| 74 | SYNT | Syntel, Inc. | 0.39% | New | 311,690 | $19.6M | No quote | No quote |
| 75 | CFR | Cullen Frost Bankers, Inc. | 0.38% | New | 292,727 | $19.55M | $66.77 | No quote |
| 76 | PNCWS | PNC Financial Serv. Gp | 0.38% | Reduce -0.3% | 1,289,241 | $19.47M | No quote | No quote |
| 77 | WHG | Westwood Holdings Gp Inc. | 0.35% | Reduce -16.1% | 414,877 | $17.81M | No quote | No quote |
| 78 | BKD | Brookdale Senior Living Inc. | 0.34% | New | 658,866 | $17.42M | $26.44 | No quote |
| 79 | ESIO | Electro Scientific Ind., Inc. | 0.34% | Reduce -24.6% | 1,604,722 | $17.27M | No quote | No quote |
| 80 | WTW | Weight Watchers Int'l | 0.33% | Reduce -28.1% | 360,000 | $16.56M | $46.00 | No quote |
| 81 | CUB | Cubic, Corp. | 0.32% | New | 342,405 | $16.47M | No quote | No quote |
| 82 | MDRX | Allscripts Healthcare Sol., Inc. | 0.29% | Reduce -3.4% | 1,131,137 | $14.64M | No quote | No quote |
| 83 | PKE | Park Electrochemical Corp. | 0.28% | Reduce -0.1% | 599,354 | $14.39M | No quote | No quote |
| 84 | VLY | Valley National Bancorp | 0.27% | New | 1,462,501 | $13.85M | $9.47 | No quote |
| 85 | JAKK | Jakks Pacific, Inc. | 0.27% | Reduce -15.9% | 1,223,043 | $13.76M | No quote | No quote |
| 86 | ORB | Orbital Sciences Corp. | 0.27% | Add +1.3% | 780,935 | $13.57M | No quote | No quote |
| 87 | AVTA | Blucora, Inc. | 0.26% | New | 706,170 | $13.09M | No quote | No quote |
| 88 | ALCO | Alico, Inc. | 0.26% | Add +12.0% | 323,566 | $12.98M | No quote | No quote |
| 89 | WFCWS | Wells Fargo & Co. | 0.25% | Reduce -0.3% | 941,975 | $12.88M | No quote | No quote |
| 90 | CST | CST Brands, Inc | 0.25% | New | 417,915 | $12.88M | No quote | No quote |
| 91 | EXL | Excel Trust, Inc. | 0.24% | Reduce -7.4% | 942,491 | $12.07M | No quote | No quote |
| 92 | IIIN | Insteel Industries Inc. | 0.23% | - | 674,222 | $11.81M | $17.52 | No quote |
| 93 | HY | Hyster-Yale Mat. Hand., Inc. | 0.23% | Reduce -20.5% | 186,123 | $11.69M | No quote | No quote |
| 94 | ITG | Investment Tech. Group | 0.23% | Reduce -18.5% | 827,272 | $11.57M | No quote | No quote |
| 95 | CASS | Cass Information Sys., Inc. | 0.23% | Add +60.4% | 248,574 | $11.46M | No quote | No quote |
| 96 | BELFB | Bel Fuse Inc. | 0.22% | Reduce -10.5% | 839,770 | $11.3M | $13.45 | No quote |
| 97 | JOSB | Jos A Bank Clothiers Inc. | 0.21% | Reduce -55.9% | 256,062 | $10.58M | No quote | No quote |
| 98 | DAR | Darling International Inc. | 0.21% | Reduce -23.5% | 562,366 | $10.49M | $18.66 | No quote |
| 99 | ERA | ERA Group Inc. | 0.20% | Reduce -0.1% | 392,393 | $10.26M | No quote | No quote |
| 100 | BIG | Big Lots, Inc. | 0.20% | New | 321,143 | $10.13M | No quote | No quote |
| 101 | AEO | American Eagle Outfitters | 0.20% | Add +34.4% | 551,302 | $10.07M | $18.26 | No quote |
| 102 | PES | Pioneer Energy Serv. Corp | 0.20% | Reduce -10.2% | 1,520,195 | $10.06M | No quote | No quote |
| 103 | STRZA | Starz- Liberty Capital | 0.19% | Reduce -29.1% | 436,434 | $9.65M | No quote | No quote |
| 104 | CSWC | Capital Southwest | 0.15% | Reduce -10.8% | 56,843 | $7.84M | No quote | No quote |
| 105 | CCRN | Cross Ctry. Healthcare Inc. | 0.15% | Reduce -26.2% | 1,496,411 | $7.72M | $5.16 | No quote |
| 106 | XEC | Cimarex Energy Co. | 0.15% | Reduce -18.5% | 113,665 | $7.39M | No quote | No quote |
| 107 | CVCO | Cavco Industries, Inc. | 0.14% | Reduce -11.5% | 145,650 | $7.35M | $50.45 | No quote |
| 108 | UMBF | UMB Financial Corp. | 0.14% | New | 130,386 | $7.26M | $55.67 | No quote |
| 109 | STLY | Stanley Furniture Co., Inc. | 0.13% | Reduce -25.9% | 1,641,716 | $6.57M | No quote | No quote |
| 110 | SUSS | Susser Holdings Corp. | 0.12% | New | 123,475 | $5.91M | No quote | No quote |
| 111 | FPO | First Potomac Realty Trust | 0.10% | - | 392,365 | $5.12M | No quote | No quote |
| 112 | KELYA | Kelly Services Inc. | 0.10% | Add +0.2% | 284,300 | $4.97M | No quote | No quote |
| 113 | KRNY | Kearny Financial Corp. | 0.09% | Reduce -14.6% | 457,278 | $4.8M | No quote | No quote |
| 114 | COWN | Cowen group Inc. | 0.09% | - | 1,571,140 | $4.56M | No quote | No quote |
| 115 | RFP | Resolute Forest Prod., Inc. | 0.08% | - | 315,495 | $4.16M | No quote | No quote |
| 116 | GM | General Motors Co. | 0.08% | Reduce -29.2% | 121,467 | $4.05M | $33.31 | No quote |
| 117 | CQB | Chiquita Brands Int'l Inc. | 0.05% | - | 244,155 | $2.67M | No quote | No quote |
| 118 | VTGDF | Vantage Drilling Co. | 0.05% | Reduce -5.3% | 1,250,000 | $2.55M | No quote | No quote |
| 119 | TRNO | Terreno Realty Corp. | 0.04% | Reduce -32.7% | 121,290 | $2.25M | $18.53 | No quote |
| 120 | AKS | AK Steel Corporation | 0.04% | Add +44.3% | 711,375 | $2.16M | No quote | No quote |
| 121 | CHK | Chesapeake Energy | 0.04% | New | 100,000 | $2.04M | No quote | No quote |
| 122 | CMAWS | Comerica Inc. | 0.04% | Add +462.8% | 130,000 | $1.78M | No quote | No quote |
| 123 | HAE | Haemonetics Corp. | 0.03% | Reduce -27.6% | 42,000 | $1.74M | $41.36 | No quote |
| 124 | ALX | Alexander's, Inc. | 0.03% | New | 5,000 | $1.47M | $293.80 | No quote |
| 125 | IAG | IAMGOLD Corporation | 0.03% | Add +28.7% | 325,570 | $1.41M | $4.33 | No quote |
| 126 | AUY | Yamana Gold Inc | 0.03% | Add +33.4% | 145,100 | $1.38M | No quote | No quote |
| 127 | SBSAA | Spanish Broadcasting Sys., Inc | 0.03% | Add +29.9% | 382,686 | $1.3M | No quote | No quote |
| 128 | TDW | Tidewater Inc. | 0.02% | - | 14,000 | $798K | $57.00 | No quote |
| 129 | EGO | Eldorado Gold Corp. | 0.02% | Add +71.0% | 125,700 | $776K | $6.17 | No quote |
| 130 | CDR | Cedar Shopping Centers | 0.01% | - | 133,000 | $689K | No quote | No quote |
| 131 | SNY | Sanofi-Aventis | 0.01% | Add +5.7% | 13,190 | $679K | $51.48 | No quote |
| 132 | BPO | Brookfield Properties | 0.01% | New | 37,550 | $626K | No quote | No quote |
| 133 | SIR | Select Income REIT | 0.01% | New | 20,000 | $561K | No quote | No quote |
| 134 | KIM | Kimco Realty Corp | 0.01% | - | 26,045 | $558K | No quote | No quote |
| 135 | CVE | Cenovus Energy Inc. | 0.01% | - | 19,200 | $548K | $28.54 | No quote |
| 136 | AKR | Acadia Realty Trust | 0.01% | - | 19,999 | $494K | No quote | No quote |
| 137 | PSB | PS Business Parks, Inc. | 0.01% | - | 6,100 | $440K | No quote | No quote |
| 138 | HXM | Desarrolladora Homex | 0.01% | New | 100,000 | $373K | No quote | No quote |
| 139 | COFWS | Capital One Financial | 0.01% | - | 15,000 | $363K | No quote | No quote |
| 140 | PLD | Prologis Inc. | 0.01% | - | 8,880 | $335K | $37.73 | No quote |
| 141 | CFFN | Capitol Federal Fin'l, Inc. | 0.01% | - | 22,615 | $275K | No quote | No quote |
| 142 | NLY | Annaly Capital Mgmt, Inc. | 0.00% | Add +9.2% | 13,215 | $166K | No quote | No quote |
| 143 | CMO | Capstead Mortgage Corp. | 0.00% | - | 12,500 | $151K | No quote | No quote |
| 144 | FNFG | First Niagara Fin'l Gp, Inc. | 0.00% | Reduce -97.8% | 10,275 | $103K | No quote | No quote |
| 150 | - | USEC Inc. NOTE 3% 10/01/14CUSIP 90333EAC2 | - | Sold | 0 | $0 | No quote | No quote |
| 149 | MRH | Montpelier Re Holdings Ltd. SHS | - | Sold | 0 | $0 | No quote | No quote |
| 148 | LXK | Lexmark International Inc. CL A | - | Sold | 0 | $0 | No quote | No quote |
| 147 | CZR | Caesars Enter. Corp. COM | - | Sold | 0 | $0 | No quote | No quote |
| 146 | ALC | Assisted Living Concepts Inc CL A | - | Sold | 0 | $0 | No quote | No quote |
| 145 | Y | Alleghany Corp. COM | - | Sold | 0 | $0 | No quote | No quote |
Other instruments
Bonds, warrants, or non-share principal positions reported alongside the equity portfolio.
| 1 | - | Chiquita Brands Intl. Inc.NOTE 4.25% 8/15/16 | OTHER | 10,300,000 | $9.84M |